Rebekah Ruth Hoffman

Employer firm

Sound View Wealth Advisors Group, LLC CRD 300927

$2.28B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 08/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 08/2017 → 02/2021
  Bb&T Securities
  Savannah, GA
• 02/2021 → 03/2022
  Truist Investment Services, Inc.
  Savannah, GA
• 02/2021 → 03/2022
  Truist Advisory Services, Inc.
  Atlanta, GA
• 03/2022 → Present
  Sound View Wealth Advisors Group, Llc
  Savannah, GA
• 04/2022 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2021-02-17 → 2022-03-04
  Truist Advisory Services, Inc.
  Atlanta, GA
  Savannah, GA
• 2017-09-06 → 2021-02-17
  Bb&T Securities, Llc
  Savannah, GA
  Richmond, VA
• 2013-03-21 → 2017-09-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Savannah, GA
• 2010-01-12 → 2011-12-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Savannah, GA
  New York, NY

Other Businesses

1) 1. Sound View Wealth Advisors, LLC 2. Investment Related 3. See office of employment 4. RIA 5. Registered Client Service Associate 6. 03/2022 7. 160 hrs 8. 160 hrs 9. Service Client account, submit money transfers and wires

Exams

• S66 Uniform Combined State Law Examination
  2009-12-30

Other Names

• Rebekah Sims
• Bekah Ruth Sims
• Rebekah Ruth Sims
• Rebekah Ruth Sims
• Rebekah Hoffman